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Tencent (700 HK) - Increasing investment for AI ecosystem	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-03-20
Anta Sports (2020 HK) - Quality growth ahead	Wong Ming Him, Joseph,Zheng Fei, Flynn	2025-03-19
福耀玻璃 (3606 HK) - 电动化智能化提升产品结构，全球化稳健推进	梁勇活,殷浩程	2025-03-19
Fuyao Glass (3606 HK) - Electrification and intelligence to lift product mix, globalization progressing well	Liang Yonghuo,Harrison, Yin Haocheng	2025-03-19
Tencent Music Entertainment Group (TME US) - 4Q24 beat; Steady earnings growth intact	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-03-19
小鹏汽车 (9868 HK) - 智能化与平台化融合，三大成长曲线可期	梁勇活,殷浩程	2025-03-19
Xpeng (9868 HK) - Intelligence and platformization to resonate, three key drivers to power future growth	Liang Yonghuo,Harrison, Yin Haocheng	2025-03-19
Xtep International (1368 HK) - Saucony as a continuous driver to 2025E growth	Wong Ming Him, Joseph,Zheng Fei, Flynn	2025-03-19
Tasly Pharmaceutical (600535 SH) - Innovative TCM leader entering CR system for further growth	CMS (HK) Research	2025-03-19
Hengdian Entertainment (603103 SH) - 2024 earnings saw smaller-than-average decline, 2025 set to benefit from industry recovery	CMS (HK) Research	2025-03-19
China Resources Beer (291 HK) - At the tipping point; Upgrade to BUY	Wong Ming Him, Joseph,Zheng Fei, Flynn	2025-03-18
Wuxi AppTec (2359 HK) - Challenging 25E rev. goal; geopolitical risks persist	Dai Fangqi, Warren,Chen Zhuhong, Jonah,Chen Hongdao, George	2025-03-18
Eyebright Medical (688050 SH) - Promising ophthalmic medical device leader, PR intraocular lens approval fuelling new growth engine	CMS (HK) Research	2025-03-18
Li Auto (2015 HK) - Cost optimization mitigated gross margin pressure, product cycle inflection driven by AD upgrades + BEV launches	Liang Yonghuo,Harrison, Yin Haocheng	2025-03-18
理想汽车(2015HK) - 降本对冲毛利率压力，产品线拐点看智驾版及纯电车	梁勇活,殷浩程	2025-03-18
全球人工智能/自动驾驶——供应链 - 智驾零部件强劲爆发，向具身智能泛化空间大	梁勇活,殷浩程	2025-03-18
Global AI/AD – Supply Chain - AD parts to explode, humanoids present huge market	Liang Yonghuo,Harrison, Yin Haocheng	2025-03-18
Strategy Weekly (17 March 2025) - Rising Panic in US Equities Driven by Uncertainty	Guo Kaize,Guo Shuyin	2025-03-17
海外市场周度更新 (2025/3/17) - 不确定性造成的美股恐慌攀升	郭楷泽,郭书音	2025-03-17
Baofeng Energy (600989 SH) - 4Q24 results surged qoq; Inner Mongolia project ramps up	CMS (HK) Research	2025-03-17

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